See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,974 | $71,370-90.2% | $206,214-96.6% | $71,370-90.2% |
| Participation rate | 18.8% | 55.1%-36.3pp | 82.4%-63.5pp | 55.1%-36.3pp |
| Annual return | 16.83% | 15.87%+1.0pp | -1.60%+18.4pp | 15.87%+1.0pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $5,967-100.0% | $1,874-100.0% |
| Participant deferral / active EE | $508 | $2,656-80.9% | $4,649-89.1% | $2,656-80.9% |
| Admin fee / account holder | $51 | $6,050-99.2% | $13,671-99.6% | $6,050-99.2% |